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ASML Holding NV (ASML US)
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142
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Information Technology
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Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients worldwide.
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bearish
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Kokusai Electric
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05 Oct 2023 07:07
Kokusai Electric Pre-IPO - Thoughts on Valuation
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about valuations.
Sumeet Singh
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685 Views
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bearish
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Kokusai Electric
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04 Oct 2023 13:58
Kokusai Electric IPO: Valuation Insights
Our analysis suggests that Kokusai is fully valued at the IPO reference price of JPY1,890 per share. We would pass on the IPO.
Arun George
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521 Views
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bearish
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Kokusai Electric
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03 Oct 2023 09:52
Kokusai Electric Pre-IPO - Peer Comparison
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we undertake a peer...
Sumeet Singh
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480 Views
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bearish
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Kokusai Electric
•
01 Oct 2023 15:08
Kokusai Electric IPO: The Bear Case
The bear case rests on a declining revenue trend, a challenging near-term growth target, high China revenue risk, margins on a downward trend,...
Arun George
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642 Views
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bullish
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Kokusai Electric
•
27 Sep 2023 03:00
Kokusai Electric IPO: The Bull Case
The key elements of the bull case rest on a leading market share, strong IP, healthy forward revenue indicators, increasing recurring service...
Arun George
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646 Views
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